Sales Operations Specialist Role: Manage daily deal triage, quote validation, approvals, and cross-functional coordination between Sales, Legal, and Product. Support process documentation and transition to the central Deal Pricing team.
Key Responsibilities
Review and triage deal requests/tickets in Salesforce and Vector.
Validate quotes against pricing policies, discount thresholds, and approval matrices.
Assist Sales with deal structures, quotes, and pre-approvals.
Coordinate with Sales, Legal, and Product to resolve deal blockers.
Maintain SLAs and document end-to-end workflows for Q4 transition.
Required Skills
~2–4 years in Deal Desk, Sales Operations, Commercial Finance, or Contract Administration.
~ Strong Salesforce and Vector knowledge.
~ Advanced Excel and Google Sheets skills.
~ Experience with SaaS/cloud licensing, discounts, and non-standard deal terms.
~ Strong stakeholder management and communication skills.
~ Familiarity with Google Workspace.

📌 Sales Operations Specialist (México)
🏢 XChange Software
📍 México